Demo video
Learn about our CSV Bulk Import feature with a 3 minute video!
Setting up your .csv import file
You can find a downloadable file template by clicking the Import Jobs button and selecting CSV Bulk Import. Below the screenshot you will find an explanation of how to use each of the fields. Note: As of May 19, 2023, this template has been updated to include a new fields. Please download and begin using the new template to avoid upload errors.
What are the columns in the spreadsheet?
|
Title |
Description |
|
job_reference_number required ex: L-1232 |
This is the number that you use as your company's invoice number. |
|
is_factored required ex 1: TRUE ex 2: FALSE |
This will indicate to Denim whether you would like to factor the job or not. If you want to factor then put TRUE. If not, then put FALSE. |
|
notes optional |
Include any additional information you would like Denim to know about this job. |
|
receivable_reference_number optional ex: PO-12345 |
This is where you put a PO, or reference number used by your customer to reference the load. |
|
receivable_company_id see below for details |
This is where you put the Denim ID number associated with your customer. You can find this number by exporting your customer list and using the Company Id column (not Relationship ID). |
|
receivable_external_company_id
optional Use with TMS imports |
This is where you put the customer company ID number from the external system, such as a TMS. Leave this field blank if you have an existing Denim relationship with the customer and have entered a Denim ID. |
| receivable_external_company_name |
This is where you put your customer's company name. |
|
receivable_total_amount required ex: 100000 |
This is where you put the amount to be billed to your customer. This amount should be provided in cents as an integer (i.e. $850.00 = 85000). |
|
receivable_obligation_date required ex: 12/23/2020 |
This is where you put the date you are billing your customer. Format should be MM/DD/YYYY. |
|
receivable_due_date required ex: 1/23/2021 |
This is where you put the day your invoice is due to be paid by your customer. Format should be MM/DD/YYYY. |
|
receivable_relationship_id |
This is where you enter the unique relationship id matching you and the debtor. This can be found on the left column of the table in your Customers tab, or in the exported customer list file. |
|
payable_reference_number optional ex: JS-101 |
This is where you put your contractor's invoice number. |
|
payable_company_id see below for details |
This is where you put the Denim ID number associated with your contractor. You can find this number by exporting your contractor list and using the Company Id column (not Relationship ID). |
|
payable_external_company_id optional Use with TMS imports |
This is where you put the payee company ID number from an external system, such as a TMS. Leave this field blank if you have an existing Denim relationship with the contractor and have entered a Denim ID. |
| payable_external_company_name |
This is where you put your contractor's company name. |
|
payable_total_amount required if there are payables ex: 85000 |
This is where you put the amount you are paying your contractor. This amount should be provided in cents as an integer (i.e. $850.00 = 85000). |
|
payable_obligation_date required if there are payables ex: 12/23/2020 |
This is where you put the date your contractor is billing your company. Format should be MM/DD/YYYY. |
|
payable_due_date required if there are payables ex: 1/4/2021 |
This is where you put the date you would like to pay your contractor. Format should be MM/DD/YYYY. |
|
payable_relationship_id |
This is where you enter the unique relationship id matching you and the contractor. This can be found on the left column of the table in your Contractors tab, or in the exported contractor list file. |
Which ID field should I use?
There are three types of ID fields on the template for each obligation type (receivable and payable), but you only need to use one ID type for each job.
receivable_external_company_id & payable_external_company_id
- Use these fields for jobs being imported from a TMS or other external program where companies have a unique ID number not found in Denim.
- Use these fields for jobs where you haven't already established a relationship with the debtor or contractor
receivable_relationship_id & payable_relationship_id
- These are the preferred fields for importing jobs from your own spreadsheets, when you have an established relationship with the companies on the job
receivable_company_id & payable_company_id
- These fields can also be used for importing jobs from your own spreadsheets, but are only recommended if you already know the company IDs for the job and have an established workflow using our CSV importer.
How do I get the relationship_id or company_id for my customers and contractors?
receivable_relationship_id
You'll find this by going to the Customers tab in Denim. Relationship_id's are listed in the left column of your customer list. If you need them in bulk, you can use the Export button to download a list of all of your customers. In the file, find the "Relationship Id" column and use that number to enter in the corresponding field on your job upload file.
payable_relationship_id
You'll find this by going to the Contractors tab in Denim. Relationship_id's are listed in the left column of your Contractors list. If you need them in bulk, you can use the Export button to download a list of all of your contractors. In the file, find the "Relationship Id" column and use that number to enter in the corresponding field on your job upload file.
Reviewing Imports and Submitting Jobs
Once you have set up your .CSV file, you're ready to complete import jobs! Check our help article on the import process for a detailed guide.